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by kimsant
2119 days ago
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The chip industry will do like the telecom industry. 1st few players grow it important
2nd it becames a big monopoly, we all depend on
3rd other players need 10 years to build competition ( needed time to build cable/towers) ( needed time to develop processors )
4th you have a bunch of players, all with FIX COSTS and with a 1$ variable cost for new customers, the competition squeez the margins to arround Zero.
5th you still have to keep up with the improvements ( 5G?? / 7nm??, 6nm?? ), so just to keep going investments are needed, and so profits disappear in the industry airlines, Telecom, .... next chipmakers |
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